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Advisors / Massachusetts / Stoughton
18yrs

Eric Belsky

Financial advisor at Citizens Securities

Eric Belsky is a fiduciary financial advisor in Stoughton, Massachusetts, with 18 years in the industry. After a year at Santander Securities and a year at LPL Financial, Eric joined Citizens Securities in 2013, a firm offering financial planning, investment management, and selecting outside investment managers. Citizens Securities reports being paid through a percentage of assets.

One of 20 advisors with offices in Stoughton, and one of 17 fiduciaries.

Stoughton, MA 02072Fiduciary advisor

At a glance

Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors at Citizens Securities
Office90 Sharon Street, Stoughton, MA 02072
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?1 state

Services through Citizens Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2013 – now
  2. Sep 2012 – Sep 2013
  3. Oct 2011 – Sep 2012
  4. 2009 – 2011
  5. Aug 2008 – Feb 2009
    MerrillPreviously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call Citizens Securities at (800) 942-8300 and ask for Eric Belsky. Eric works from the Stoughton, MA office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2008, about 18 years. More experience than 65% of advisors at Citizens Securities.

What licenses does Eric hold?

Series 66. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Citizens Securities reports being paid by a percentage of the assets they manage. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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